Value Investor Chatter
340 episodes - English - Latest episode: over 1 year ago - ★★★★★ - 32 ratingsFinancial Literacy for Financial Freedom. Become Self-Sufficient Investor.
"If you give a man a fish, you feed him for a day. If you teach a man to fish, you feed him for a lifetime" Support this podcast: https://anchor.fm/valueinvestor49/support
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Episodes
Is Netflix, Inc. headed for a stock market crash? Part 2 | Value Investor Chatter |#46 |
April 03, 2019 18:05 - 24 minutes - 22.6 MBNetflix, Inc. is an American media-services provider headquartered in Los Gatos, California, founded in 1997 by Reed Hastings and Marc Randolph in Scotts Valley, California. The company's primary business is a subscription-based streaming service offering online streaming from a library of films and television series, including those produced in-house.Netflix is the world's leading Internet television network with over 130 million members in over 190 countries enjoying more than 125 million ...
[NFLX] Netflix - Part 1 | Value Investor TV - Podcast #45
April 03, 2019 05:00 - 34 minutes - 15.8 MBNetflix, Inc. is an American media-services provider headquartered in Los Gatos, California, founded in 1997 by Reed Hastings and Marc Randolph in Scotts Valley, California. Wikipedia --- Support this podcast: https://anchor.fm/valueinvestor49/support
Is Netflix, Inc. headed for a stock market crash? Part 1 | Value Investor Chatter | #45
April 03, 2019 05:00 - 34 minutes - 15.8 MBNetflix, Inc. (NFLX) is a popular stock among investors. But could the company's high price lead to a stock market crash? In this video, we'll take a look at Netflix's business model and financials to see if the company is headed for trouble. Episode Outline (00:00) Introduction (01:52) Netflix (03:34) Competitive Advantage (06:59) Network Effects (19:22) Competitors (29:42) Capital Reinvestment (30:01) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinve...
Q&A (ie. our historical returns?) | Value Investor TV - Podcast #44
March 28, 2019 05:00 - 34 minutes - 15.9 MBIt has been really fun communicating with you guys on and off the podcast. In this episode, we are answering questions that you send over via email and Twitter. --- Support this podcast: https://anchor.fm/valueinvestor49/support
7 Amazing Historical Returns From The S&P 500 Index (What's Next?) | Value Investor Chatter | #44
March 28, 2019 05:00 - 34 minutes - 15.9 MBThe S&P 500 Index has seen some amazing returns in history. But what's next for this powerhouse investment? Watch this video to find out! You'll also learn about seven different stocks that could give you amazing returns in the future. Don't miss out – watch now! Episode Outline (00:00) Introduction (03:02) First Opportunity at Value Investing (07:44) Investment History (11:16) Check The Market (14:39) Tommy Hilfiger (18:04) The evolution of your investment process (23:40) Peter Lyn...
We comment on daily news through Twitter | Value Investor TV - Podcast #43
March 26, 2019 05:00 - 11 minutes - 5.17 MBWe introduce our Twitter account and talk about the role it will play in reaching out to value investors Through our tweets we will share comments on the news of the day. Our team reviews articles from a variety of publications, through the lens of a value investor.
[NVR] NVR, Inc - Part 2 | Value Investor TV - Podcast #42
March 14, 2019 05:00 - 29 minutes - 13.4 MBNVR, Inc. is an American homebuilding and mortgage company. The homebuilding unit sells and constructs new homes under the Ryan Homes, NVHomes, Rymarc Homes, Fox Ridge Homes and Heartland Homes trade names. Wikipedia
Why NVR, Inc. Is A Strong Investment Choice Part 2 | Value Investor Chatter | #42 |
March 12, 2019 16:00 - 29 minutes - 27 MBNVR, Inc. is an American homebuilding and mortgage company. The homebuilding unit sells and constructs new homes under the Ryan Homes, NVHomes, Rymarc Homes, Fox Ridge Homes and Heartland Homes trade names. The company operates in 15 states and was ranked the 8th largest homebuilder in the United States by Builder magazine. Learn more here if it is worth it to invest in NVR Inc. Episode Outline (00:05) Episode 42: Analyzing NVR Inc. with Value Investing Principles (02:13) "Value Investor...
Why NVR, Inc. Is A Strong Investment Choice | Value Investor Chatter | #41
March 12, 2019 05:00 - 27 minutes - 12.8 MBIf you're looking for a strong investment choice, consider NVR, Inc. The company has a long track record of success and is poised for continued growth. Watch this video to learn more about why NVR, Inc. is such a great investment option. Episode Outline (00:00) Introduction (0:32) NVR Inc. (07:27) Geographic Diversification (10:16) Competitive Advantage (16:55) Competition (20:43) Capital Reinvestments (22:24) CapEx (26:59) Conclusion Value Investor Chatter: Facebook: https://web....
[NVR] NVR, Inc - Part 1 | Value Investor TV - Podcast #41
March 12, 2019 05:00 - 27 minutes - 12.8 MBNVR, Inc. is an American homebuilding and mortgage company. The homebuilding unit sells and constructs new homes under the Ryan Homes, NVHomes, Rymarc Homes, Fox Ridge Homes and Heartland Homes trade names. Wikipedia --- Support this podcast: https://anchor.fm/valueinvestor49/support
[NVDA] Nvidia Corporation - Part 2 | Value Investor TV - Podcast #40
February 21, 2019 06:00 - 28 minutes - 13.1 MBNvidia Corporation is an American technology company incorporated in Delaware and based in Santa Clara, California. It designs graphics processing units for the gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market. (Wiki)
Here's Why Nvidia Corporation Is A Good Stock To Invest In (US Company) Part 2 | Value Investor Chatter | #40
February 19, 2019 16:00 - 28 minutes - 26.5 MBNvidia Corporation (NVDA) is a publicly traded technology company with a market capitalization of over $100 billion. The company is best known for its graphics processing units (GPUs) and chipsets, which are used in a variety of consumer and industrial applications. NVDA is a market leader in several key growth markets, including gaming, professional visualization, data center, and automotive. The company's products are used in a variety of devices, including personal computers, game console...
[NVDA] Nvidia Corporation - Part 1 | Value Investor TV - Podcast #39
February 19, 2019 06:00 - 33 minutes - 15.4 MBNvidia Corporation is an American technology company incorporated in Delaware and based in Santa Clara, California. It designs graphics processing units for the gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market. (Wiki) --- Support this podcast: https://anchor.fm/valueinvestor49/support
Here's Why Nvidia Corporation Is A Good Stock To Invest In (US Company) Part 1 | Value Investor Chatter | #39
February 19, 2019 06:00 - 33 minutes - 15.4 MBAre you looking for a strong stock to invest in? Look no further than Nvidia Corporation. In this video, I'll explain why this company is a sound investment, and why it's worth your consideration. Episode Outline (00:00) Introduction (02:39) NVIDIA (12:29) Competitive Advantage (20:26) Competitors (24:23) Long term Prospects and runway for growth (28:51) Capital Reinvestment (32:44) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: http...
[GOOS] Canada Goose - Part 2 | Value Investor TV - Podcast #38
February 07, 2019 06:00 - 26 minutes - 12.3 MBCanada Goose (https://www.canadagoose.com/). It is a premium winter wear company that makes highly functional winter jackets, among others. Let's dive in!
How Canada Goose Became a Successful Winter Wear Brand Part 2 | Value Investor Chatter | #38
February 06, 2019 16:00 - 26 minutes - 24.8 MBThis episode provides a comprehensive overview of Canada Goose and its stock investment analysis. It covers everything from the company's history and growth to its current financial situation and future prospects. This video is an essential resource for anyone considering investing in Canada Goose stock. Episode Outline (00:00) Introduction (02:24) Canada Goose (05:03) Cash Flow (07:14) Canada Goose Share Structure (13:37) Canada Goose Incentive (18:01) EBIT (19:52) Valuation (25:49...
How Canada Goose Became a Successful Winter Wear Brand Part 1 | Value Investor Chatter | #37
February 05, 2019 06:00 - 40 minutes - 18.5 MBIn this video, we explore how Canada Goose became a successful winter wear brand. Despite being founded in the 1970s, it wasn't until the early 2000s that they started to make a real name for themselves. We'll look at what they did right, and how you can apply their methods to your own business. Episode Outline (00:00) Introduction (04:23) Canada Goose (07:29) Competitive Advantage (19:09) Competitors (30:02) Revenue (34:32) Relationships with Various Parties (39:38) Conclusion Valu...
[GOOS] Canada Goose - Part 1 | Value Investor TV - Podcast #37
February 05, 2019 06:00 - 40 minutes - 18.5 MBCanada Goose (https://www.canadagoose.com/). It is a premium winter wear company that makes highly functional winter jackets, among others. Let's dive in! --- Support this podcast: https://anchor.fm/valueinvestor49/support
[SKX] Skechers - Part 2 | Value Investor TV - Podcast #36
February 01, 2019 06:00 - 23 minutes - 10.6 MBSkechers (https://www.skechers.com/) - you most likely have heard of this company. They make shoes =). Let's do a deep dive into this footwear company.
Should you invest in Skechers stock? Reasons to consider Part 2 | Value Investor Chatter | #36
January 30, 2019 16:00 - 23 minutes - 21.3 MBSkechers is a footwear company that was founded in 1992. The company offers a wide variety of shoes for men, women, and children. Skechers is known for its comfortable, stylish, and affordable shoes. The company has a wide range of products, including sneakers, sandals, boots, and more. Skechers is a popular choice for people who are looking for quality shoes at an affordable price. Episode Outline (00:00) Introduction (01:12) Skechers (02:36) Cash Flow (06:45) Skechers Management (08:...
[SKX] Skechers - Part 1 | Value Investor TV - Podcast #35
January 30, 2019 06:00 - 39 minutes - 18 MBSkechers (https://www.skechers.com/) - you most likely have heard of this company. They make shoes =). Let's do a deep dive into this footwear company. --- Support this podcast: https://anchor.fm/valueinvestor49/support
Should you invest in Skechers stock? Reasons to consider Part 1 | Value Investor Chatter | #35
January 30, 2019 06:00 - 39 minutes - 18 MBIf you're thinking of investing in Skechers stock, watch this video first. I'll give you three reasons why you should consider investing in this company, and two reasons why you might want to think twice. Episode Outline (00:00) Introduction (04:42) Skechers (13:16) Competitive Advantage (26:48) Capital Reinvestment (29:59) Cash Flow (38:12) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: ht...
Portfolio Management - Diversification | Value Investor TV - Podcast #34
January 25, 2019 06:00 - 16 minutes - 7.51 MBPortfolio Management Part 2! Is diversification necessary? What does it mean to build a diversified portfolio? Let's check it out.
Portfolio Management - Asset Allocation | Value Investor TV - Podcast #33
January 23, 2019 01:00 - 26 minutes - 12.4 MBPortfolio Management Part 1! How should you allocate capital? Should you own 50% in stocks and 50% in cash? Let's explore the concept of asset allocation in value investing.
Discounted Cash Flow (DCF) Formula | Value Investor TV - Podcast #32
January 16, 2019 05:00 - 18 minutes - 8.26 MBWe introduced DCF in the previous episode. Let's go over its formula in detail!
Discounted Cash Flow (DCF) | Value Investor TV - Podcast #31
January 05, 2019 05:00 - 21 minutes - 9.97 MBDCF is a widely used metric in the investing community. It is a more robust measurement of the value of a business by taking into account revenue growth projections. Enjoy!
Price to Book (P/B) and Special Situations | Value Investor TV - Podcast #30
January 02, 2019 05:00 - 17 minutes - 7.96 MBPrice to Book (P/B) is another valuation metric analysts use to determine how cheap or expensive something is. Let's have a look!
Price to Free Cash Flow (P/FCF) in Depth | Value Investor TV - Podcast #29
December 20, 2018 06:00 - 18 minutes - 8.62 MBPrice to Free Cash Flow (P/FCF) is a valuation ratio that analysts use to examine the price of a company relative to the free cash it is generating. To put it simply, if a company is easy to understand, has durable competitive advantage, ran by an honest group of people, AND has low a P/FCF ratio, it is definitely worth taking a more serious look. So let's check out what P/FCF is all about about.
Price to Earnings (PE) in Depth | Value Investor TV - Podcast #28
December 18, 2018 06:00 - 14 minutes - 6.77 MBLet's explore PE in detail. PE is one of the first valuation ratios analysts use to determine how cheap a stock is. It is easy to calculate and useful for quick and easy valuation but there are some downsides to it. Let's check it out!
Checklist Deep Dive Part 2 | Value Investor TV - Podcast #27
December 16, 2018 20:00 - 45 minutes - 20.7 MBThe second half of the checklist! It will be much easier to follow along if you have our checklist in front of you. Please reach out to us at [email protected] to get a copy!
Checklist Deep Dive Part 1 | Value Investor TV - Podcast #26
December 14, 2018 11:00 - 40 minutes - 18.4 MBAs covered in the previous episode, using a checklist is a great way to stay disciplined in one's investment process. It is easy to forget things and you can quickly become sloppy in your analysis. In this episode, we discuss the questions that are in our checklist. Enjoy!
Introduction to Checklist | Value Investor TV - Podcast #25
December 11, 2018 17:00 - 26 minutes - 12.1 MBUsing a checklist is important for a disciplined investment process. It allows us to make sure we cover all the grounds before coming to a conclusion about an investment opportunity. In this episode, we are talking about the importance of using a checklist and the key questions you should be asking yourself as a value investor.
Portfolio Management: How to Create a Diversified Portfolio | Value Investor Chatter | #34
December 03, 2018 20:20 - 16 minutes - 15.1 MBPortfolio management is the process of selecting and managing a group of investments, called a portfolio, that fit your goals, risk tolerance and investment style. Diversification is a key part of portfolio management. It is the process of spreading your investment money across a variety of different investments. This can help reduce the risk of losing money if one investment goes down in value. A well-diversified portfolio will have a mix of different types of investments, including stocks,...
How to Allocate Your Assets for Maximum Returns | Value Investor Chatter | #33
December 02, 2018 19:49 - 26 minutes - 25 MBPortfolio management is the process of making investment decisions in order to achieve specific investment objectives. Asset allocation is a key component of portfolio management, and refers to the process of dividing an investor's portfolio among different asset classes. This video will provide an overview of portfolio management and asset allocation. Episode Outline (00:00) Introduction (00:47) Asset Allocation within Portfolio Management (08:28) How much cash should I have? (14:01) A...
Unlock the Secrets of the Discounted Cash Flow (DCF) Formula | Value Investor Chatter | #32
December 01, 2018 19:37 - 18 minutes - 16.7 MBThe Discounted Cash Flow (DCF) formula is a popular method used to evaluate the intrinsic value of a business. This method takes into consideration the projected cash flows of the business and discounts them to their present value. The formula is calculated by taking the expected future cash flows and subtracting the initial investment cost. The result of the formula is meant to represent the net present value of the business and helps investors make informed decisions about potential invest...
Unlock the Secrets of the Discounted Cash Flow (DCF) Formula | Value Investor Chatter | #31
November 30, 2018 19:03 - 21 minutes - 20.1 MBThe Discounted Cash Flow (DCF) formula is a popular method used to evaluate the intrinsic value of a business. This method takes into consideration the projected cash flows of the business and discounts them to their present value. The formula is calculated by taking the expected future cash flows and subtracting the initial investment cost. The result of the formula is meant to represent the net present value of the business and helps investors make informed decisions about potential invest...
How to use the P/B ratio to find undervalued stocks | Value Investor Chatter | #30
November 29, 2018 19:40 - 17 minutes - 16.1 MBIn finance, the price-to-book ratio (P/B ratio) is a ratio used to compare a company's current market price to its book value. The book value is essentially the tangible assets of a company minus its liabilities. The P/B ratio is used to find special situations, where a company is trading below its book value. This can be due to a variety of reasons, such as the market overreacting to bad news or the company being in a turnaround situation. Either way, the P/B ratio is a useful tool for find...
Price to Free Cash Flow (P/FCF): A Detailed Look | Value Investor Chatter | #29
November 28, 2018 19:21 - 18 minutes - 17.4 MBIn this video, we take a deeper look at the Price to Free Cash Flow ratio, a popular metric used by investors to value a company. We discuss how to calculate the ratio and what it means for investors. Episode Outline (00:00) Introduction (00:51) How do you calculate price to free cash flow? (07:34) Free Cash Flow over Earnings (10:23) Capital Expenditure (12:06) Value Investing vs. Valuation (17:32) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49...
What is a Good Price to Earnings (PE) Ratio? | Value Investor Chatter | #28
November 27, 2018 19:08 - 14 minutes - 13.7 MBA good PE ratio is relative and depends on the company's industry as well as the stock market conditions. Generally, a PE ratio below 15 is considered good, while a PE ratio above 25 is considered high. However, there are many other factors to consider when determining whether a stock is a good investment, so it's important to do your own research before investing. Episode Outline (00:00) Introduction (01:53) What is price to earnings? (07:05) Price or Earnings to Growth (09:54) Capital...
Financial Ratios (Debt to Equity, Cash to Debt, etc..) | Value Investor TV - Podcast #24
November 27, 2018 05:00 - 16 minutes - 7.35 MBHow do we determine financial health of a company? Do they have too much debt? What is their capital structure? Various financial ratios can tell us the answers to these questions. Let's have a look.
Your Investment Checklist Part 2 | Value Investor Chatter | #27
November 26, 2018 18:51 - 45 minutes - 41.8 MBMake sure you don't forget anything with our checklist! We've got a list of all the things you need to do to prepare for your trip, so you can be sure you don't forget anything. Episode Outline (00:00) Introduction (02:22) The Financial Health of a Business (05:20) Does the company maintain reasonable debt? (09:06) Is the company operated by honest and competent people? (10:33) Is management properly incentivized to protect shareholders interest over its own? (26:47) Is Management ope...
Your Investment Checklist Part 1 | Value Investor Chatter | #26
November 25, 2018 18:39 - 40 minutes - 37.2 MBDo you want to avoid making costly investment mistakes? Using a checklist can help you stay on track and make better decisions. In this video, we'll show you how to use a checklist to avoid making costly investment mistakes. Episode Outline (00:00) Introduction (01:02) Checklist Deep Dive (02:35) What Does This Company Do? (08:09) Competitive Advantage (11:05) Network Effects (13:01) Switching Cost (14:39) Low Cost Provider (18:07) Intangible Assets (25:00) Can The Competitive Adva...
The Ultimate Investor Checklist: Key Questions to Ask Before Making an Investment | Value Investor Chatter | #25
November 24, 2018 18:13 - 26 minutes - 24.5 MBWhen it comes to investing your hard-earned money, you want to be sure you're making the right decision. This investor checklist will help you determine if an investment is right for you. 1. What are the risks? 2. What are the potential rewards? 3. What are the costs? Investing can be a great way to grow your money, but it's important to do your research and ask the right questions before making any decisions. This investor checklist will help you get started on the right foot. Episode Outl...
How to use Financial Ratios (Debt to Equity, Cash to Debt, etc..) to improve help guide your investment decision | Value Investor Chatter | #24
November 23, 2018 21:29 - 16 minutes - 14.8 MBFinancial ratios can be a helpful tool when trying to determine if a stock is a good investment. The most common ratios are debt to equity, cash to debt, and return on equity. By looking at a company's financial ratios, you can get a better idea of its financial health and make a more informed investment decision. Episode Outline (00:00) Introduction (01:29) Current Ratio (03:13) Cash Ratio (05:18) Operating Cash Ratio (10:22) Debt Ratio (14:31) Conclusion Value Investor Chatter Fac...
Operational Ratios (ROE, ROIC, etc..): An Overview | Value Investor Chatter | #23
November 22, 2018 21:15 - 31 minutes - 29.3 MBOperational Ratios are essential for investors to understand a company's financial performance. In this video, we provide an overview of some of the most important operational ratios, including ROE and ROIC. Episode Outline (00:00) Introduction (02:04) Gross Margin (04:22) Operating Margin (08:05) Net Margin (11:26) Operating Ratio (20:10) Return on Asset (24:11) Operating Income (26:50) Capital Employed (27:13) Return On Invested Capital (30:52) Conclusion Value Investor Chatter...
How to Use Valuation Ratios (PE, PEG, P/B, etc..) | Value Investor Chatter | #22
November 21, 2018 20:56 - 39 minutes - 36.3 MBIn this video, we'll take a deep dive into valuation ratios (PE,PEG, PB, etc). These ratios are important because they can tell us whether a company is undervalued or overvalued. We'll also discuss how to use these ratios when making investment decisions. Episode Outline (00:00) Introduction (01:53) Price to Earnings (08:10) Earnings (14:47) Earnings Growth (17:54) Price to Book (21:12) Price to Free Cash Flow (24:35) Price to Sales (26:51) Price to EBIT (31:09) EBIT (35:31) EBITD...
Financial Ratio Analysis: An Essential Tool for Business Decision-Making | #21
November 20, 2018 20:34 - 22 minutes - 20.8 MBThis video discusses three types of ratios that are commonly used in business valuation: operational, financial, and valuation ratios. Each ratio provides a different perspective on the company's performance and condition. Operational ratios focus on the company's day-to-day operations, financial ratios focus on the company's financial statements, and valuation ratios focus on the company's stock price. Episode Outline (00:00) Introduction (01:20) Valuation Ratio (06:22) Operational rati...
Operational Ratios (ROE, ROIC, etc..) | Value Investor TV - Podcast #23
November 20, 2018 05:00 - 31 minutes - 14.5 MBOperational ratios tell us We often measure a car's efficiency by measuring miles per gallon. Similarly, there are ratios that tell us how we can measure how efficiently a company is operating. Let's have a look!
Tips for Analyzing the Relationships Between Financial Statements | Value Investor Chatter | #20
November 19, 2018 20:13 - 33 minutes - 30.7 MBThis episode is all about the liability and equity side of the balance sheet. We'll discuss how to properly record and report liabilities and equity, and how to avoid common mistakes. We'll also explore how changes in liabilities and equity can affect a company's financial statements. Tune in for all this and more! Episode Outline (00:00) Introduction (01:09) Relationships Between Financial Statements (04:26) Retained Earnings (06:10) Cash Flow Statement (12:36) Net Change (17:09) How...
The Cash Flow Statement: An Essential Guide Part 2 | Value Investor Chatter | #19
November 18, 2018 19:39 - 26 minutes - 24.7 MBThe Cash Flow Statement (CFS) is one of the most important financial tools used by businesses to track inflows and outflows of cash. By understanding how to read and use a CFS, businesses can make more informed decisions about where to allocate their resources. A CFS can be used to track a variety of financial data, including operating activities, investing activities, and financing activities. By understanding the different types of data that can be tracked on a CFS, businesses can gain a b...